Saver's Credit at Tax Time Registration
Register for the online training for Saver's Credit at Tax Time, and you can start the course immediately.
The Saver’s Credit at Tax Time course trains a learner to introduce the Saver’s Credit to clients. The course focuses on the details of the Saver’s Credit and ways taxpayers could take advantage of the credit during the current and future tax years. The course also highlights when the Saver’s Credit is encountered during tax preparation and how this presents an opportunity to discuss clients’ long-term retirement savings plans.
Learning Objectives:
- Explain the basic elements of the most common retirement plans
- Initiate conversations about retirement during tax preparation
- Explain the rules and eligibility requirements for the Saver’s Credit
- Encourage others to save for retirement using the Saver’s Credit
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Before you register, read these instructions so you know what to do next.
After you submit your training registration (from the link at the bottom of this page), you will be taken to a page that mentions payment. Ignore it, as you are not paying.
When you are ready to take the training, you can access the Online University via the link at the top right of the website.
*Note that you must be logged in to the website to see (and use) the link. Using this link automatically logs you in to our Online University.
